Client Service Associate
Job Posting for Client Service Associate at Continuum Advantage LLC
Friedman Financial, LLC is actively seeking a Client Service Associate to join their team in Berwyn, Pennsylvania. As a critical team member, your job as a Client Associate is to enhance the client experience by servicing clients, as well as providing operational and administrative support within the firm. You will perform administrative duties that support the Financial Advisors in their daily business practices, handle client experience details, and assist with the firms marketing efforts.
Friedman Financial has a great office culture and truly believes in their mission of helping clients through every stage of their financial journey. If you possess excellent communication skills, genuinely enjoy client interaction, and have a team player mentality, we encourage you to apply!
Essential Duties and Responsibilities
- Provide exceptional customer service through positive client interaction; exceed the client’s overall expectations of customer service and exhibit a high level of professionalism and confidentiality of client information
- Offer proactive solutions for office efficiency and in support of enhanced client experience
- Generates client communications whether by phone, mail, electronically, or in-person
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Plan and organize client events and seminars
- Office equipment maintenance and troubleshooting; Supply management and ordering
Qualifications
- Bachelor or Associates degree is preferred; completed college coursework in conjunction with work experience will also be considered
- FINRA Series 7 preferred
- Professional work experience in the industries of finance, accounting, insurance, banking, law or similar fields is advantageous
Desired Traits
- Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail-oriented and demonstrates a commitment to accuracy by delivering high quality work consistently
- Possesses strong work ethic and morals; is driven and motivated to advance their career through hands-on experience and evolving industry knowledge
- Energetic team player, with the ability and willingness to learn and effectively utilize new technologies as requested and required
- Self-motivated with the ability to work independently and under direction
- Possesses a positive, friendly attitude
Compensation and Benefit Highlights
- Friendly, business casual environment where everyone shares the common goal of amazing customer service and client satisfaction
- 401(k) with company match
- Employee Welfare Benefits (Medical, Dental, Vision, and Short-Term Disability)
- Paid Holidays and Time Off
- Standard business hours of 8:00am-5pm Monday-Friday
Salary.com Estimation for Client Service Associate in Berwyn, PA
$46,854 to $60,414
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